Summary
US small-cap value stocks have outperformed the rest of the market over the long haul,
the so-called small-cap value premium.
These are stocks with "small" market capitalization, meaning about 300M to 2B USD.
Within that group of small-caps, these are the "value" stocks with low price relative
to business fundamentals.
This generally means the share price is in the bottom 25-35% of all small-caps, relative
to the company's earning, book value and / or other metric per share.
Funds that track small-cap indexes like this have been highly recommended by
prominent investors, including
Paul Merriman and
Ben Felix.
On average, the value of this index has nearly tripled every 7 years!
Other summary values are provided below, followed by a table of the historical yearly returns.
Dividends are included in all values.
Entire history mean annual return: 17.5%
Entire history min/max annual return: -55.4%/124.7%
Last 25 years mean annual return: 14.4%
Last 10 years mean annual return: 10.5%
Last 5 years mean annual return: 15.5%
Table of total yearly returns of US small-cap value stocks (includes dividends)
| Year | Return [%] |
|---|
| 2023 | 15.1 |
| 2022 | -3.1 |
| 2021 | 42.8 |
| 2020 | 3.8 |
| 2019 | 18.9 |
| 2018 | -12.9 |
| 2017 | 7.5 |
| 2016 | 37.3 |
| 2015 | -7.9 |
| 2014 | 3.6 |
| 2013 | 42.6 |
| 2012 | 17.4 |
| 2011 | -5.7 |
| 2010 | 31.4 |
| 2009 | 49.3 |
| 2008 | -36.6 |
| 2007 | -12.6 |
| 2006 | 21.2 |
| 2005 | 7.6 |
| 2004 | 23.4 |
| 2003 | 67.1 |
| 2002 | -6.9 |
| 2001 | 28.2 |
| 2000 | 19.6 |
| 1999 | 8.1 |
| 1998 | -5.0 |
| 1997 | 39.2 |
| 1996 | 25.3 |
| 1995 | 31.3 |
| 1994 | 2.5 |
| 1993 | 25.8 |
| 1992 | 34.9 |
| 1991 | 46.9 |
| 1990 | -23.7 |
| 1989 | 13.2 |
| 1988 | 34.0 |
| 1987 | -5.6 |
| 1986 | 8.4 |
| 1985 | 29.8 |
| 1984 | 2.4 |
| 1983 | 49.4 |
| 1982 | 37.0 |
| 1981 | 20.4 |
| 1980 | 24.6 |
| 1979 | 35.2 |
| 1978 | 23.4 |
| 1977 | 22.1 |
| 1976 | 58.6 |
| 1975 | 65.8 |
| 1974 | -17.9 |
| 1973 | -30.5 |
| 1972 | 7.6 |
| 1971 | 15.1 |
| 1970 | -0.5 |
| 1969 | -28.8 |
| 1968 | 49.0 |
| 1967 | 69.3 |
| 1966 | -9.7 |
| 1965 | 40.0 |
| 1964 | 25.4 |
| 1963 | 29.5 |
| 1962 | -10.3 |
| 1961 | 29.3 |
| 1960 | -10.8 |
| 1959 | 15.1 |
| 1958 | 76.9 |
| 1957 | -18.6 |
| 1956 | 1.7 |
| 1955 | 23.5 |
| 1954 | 64.3 |
| 1953 | -10.6 |
| 1952 | 9.5 |
| 1951 | 9.9 |
| 1950 | 63.4 |
| 1949 | 19.7 |
| 1948 | -4.9 |
| 1947 | 8.8 |
| 1946 | -10.5 |
| 1945 | 65.4 |
| 1944 | 52.5 |
| 1943 | 78.6 |
| 1942 | 34.1 |
| 1941 | -0.2 |
| 1940 | -8.1 |
| 1939 | -3.7 |
| 1938 | 32.6 |
| 1937 | -50.5 |
| 1936 | 66.6 |
| 1935 | 47.7 |
| 1934 | -6.2 |
| 1933 | 124.7 |
| 1932 | -10.5 |
| 1931 | -55.4 |
| 1930 | -43.5 |
| 1929 | -37.0 |
| 1928 | 32.0 |
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Click here for other historical returns.
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